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Berkshire Hathaway Class B

4,556 hedge funds and large institutions have $426B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,977 increasing their positions, 1,734 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.28% more ownership

Funds ownership: 65.14%65.43% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $426B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 927717 (-210)

Holders
4,556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
717
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.26B
Puts
$6.95B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
3176
Boyd Watterson Asset Management
Ohio
$1.03M
AA
3177
AJ Advisors
Tennessee
$1.03M
MWA
3178
Monograph Wealth Advisors
California
$1.03M
LCWP
3179
Legacy Capital Wealth Partners
Arkansas
$1.03M
BMCM
3180
Burns Matteson Capital Management
New York
$1.03M
RWP
3181
Ridgecrest Wealth Partners
California
$1.02M
ERWM
3182
Elk River Wealth Management
Colorado
$1.02M
FA
3183
Fountainhead AM
New Jersey
$1.02M
TA
3184
TCM Advisors
West Virginia
$1.02M
MWA
3185
Motive Wealth Advisors
Michigan
$1.02M
DI
3186
DDFG Inc
California
$1.02M
AI
3187
Axecap Investments
Ohio
$1.02M
WPC
3188
White Pine Capital
Minnesota
$1.02M
AW
3189
Alteri Wealth
California
$1.01M
WTFG
3190
Wood Tarver Financial Group
Idaho
$1.01M
BWL
3191
Bogart Wealth LLC
Virginia
$1.01M
BEC
3192
Blue Edge Capital
Virginia
$1.01M
MADR
3193
Milestones Administradora de Recursos
Brazil
$1.01M
UIA
3194
Ulland Investment Advisors
Minnesota
$1.01M
Aristotle Capital Management
3195
Aristotle Capital Management
California
$1.01M
IAG
3196
Ipsen Advisor Group
Arkansas
$1.01M
BWM
3197
Birchcreek Wealth Management
Ohio
$1M
SFS
3198
Security Financial Services
Indiana
$1M
EP
3199
Edgestream Partners
New Jersey
$1M
HB
3200
Horizon Bancorp
Indiana
$1M